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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,145 | $154,228+67.4% | $145,433+77.5% | $137,256+88.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.92% | 74.59%-66.7pp | 66.58%-58.7pp | 220.34%-212.4pp |
| Employer contribution / active EE | $380 | $4,804-92.1% | $4,554-91.7% | $4,156-90.9% |
| Participant deferral / active EE | $2,479 | $8,216-69.8% | $7,897-68.6% | $6,407-61.3% |
| Admin fee / account holder | $26,186 | $14,344+82.6% | $13,129+99.4% | $12,270+113.4% |